Office Setup

Go to Admin > Office Setup to access the settings and select the Open Case Acceptance Caregiver Default field.

These settings determine the configuration for all new Caregivers who have a matching set of options on the Caregiver level.

Field	Description (If selected…)
View Open Cases	Caregivers can see the section for Open Cases on their Caregiver Mobile App. Viewing open cases shows shift details to Caregivers. Request and Accept Open Cases must be selected to submit requests for these visits.
Request and Accept Open Cases	Caregivers can request cases marked as Open via their Mobile App. Requesting and accepting Open Cases allows certain Caregivers to submit requests for broadcasted shifts which are available to them. If the View Open Cases is not enabled, then this option is not available.
Open Case Acceptance: Request Limit Default	Once selected, this field requires a numeric value between 1 and 9999 representing the number of pending requests a Caregiver can have at one time. Cancelled, rejected, and approved requests do not count against this number. If selected, Caregivers have a limit on how many Open Requests they can place with the Office before the function is disabled. The Request and Accept Open Cases must be selected for this option to be available.

Field

Description (If selected…)

View Open Cases

Caregivers can see the section for Open Cases on their Caregiver Mobile App.

Viewing open cases shows shift details to Caregivers. Request and Accept Open Cases must be selected to submit requests for these visits.

Request and Accept Open Cases

Caregivers can request cases marked as Open via their Mobile App. Requesting and accepting Open Cases allows certain Caregivers to submit requests for broadcasted shifts which are available to them.

If the View Open Cases is not enabled, then this option is not available.

Open Case Acceptance: Request Limit Default

Once selected, this field requires a numeric value between 1 and 9999 representing the number of pending requests a Caregiver can have at one time. Cancelled, rejected, and approved requests do not count against this number.

If selected, Caregivers have a limit on how many Open Requests they can place with the Office before the function is disabled. The Request and Accept Open Cases must be selected for this option to be available.